Berkshire Hathaway
Mentioned in 69 analyzed podcast episodes across 10 shows
A major multinational holding company led by Warren Buffett's investment philosophy of disciplined capital allocation, long-term value creation, and circle-of-competence decision-making. The firm is widely referenced across business and investment podcasts as a case study for diversified portfolio management, currently holding significant stakes in companies like Apple, American Express, and Bank of America while undergoing a leadership transition to CEO Greg Abel. Podcasters discuss Berkshire Hathaway's approach to compensation alignment, real-world asset investments, and shareholder communication as models for building enduring businesses and managing institutional wealth.
Mentioned On
Episode Mentions
TBPN · Jun 2, 2026
Google Raises $80B, Confidential IPO 101, OpenAI Expands Codex | Diet TBPN
“Acquired Taylor Morrison homebuilder for $6.8B and invested $10B in Google at premium pricing”
TBPN · Jun 2, 2026
Google Taps Berkshire, Confidential IPO Filings, Putin's Longevity | Jack Doohan, Shreya Murthy, Nate Cavanaugh & Justin Fox, Thomas Mueller, Edward Kim, Brynn Putnam
“Investing $10 billion in Google and acquiring Taylor Morrison Home Corporation for $6.8 billion”
Raging Moderates with Scott Galloway and Jessica Tarlov · May 18, 2026
Trump Cashes in on Thousands of Stock Trades While Americans Get Crushed
“Portfolio comparison showing 300% gains vs. S&P 500's 200% in context of insider trading discussion”
Motley Fool Money · May 14, 2026
AI Is Supplying Blowout Earnings…Again
“Recommended as positioned with $400B cash to capitalize on potential market downturn if AI bubble bursts”
What Bitcoin Did · May 13, 2026
The Bitcoin Treasury Machine | Harry Sudock & Rory Murray
“Referenced as model for using financial arm (Geico insurance float) to fund operating businesses and amplify returns”
All-In with Chamath, Jason, Sacks & Friedberg · May 12, 2026
Charles & Chase Koch on How They Quietly Built a $150B Empire
“Compared to Koch Industries; noted as different model (independent silos vs. integrated capabilities) despite both being successful conglomerates”
Excess Returns · May 6, 2026
The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate
“Referenced as example of major CEO transition post-Warren Buffett; discussed regarding operational improvement opportunities”
InvestTalk · May 6, 2026
How to Invest During Stagflation: What Rising Manufacturing Costs Mean for Your Portfolio
“Down on earnings day; included in mixed earnings performance analysis”
Ken McElroy Show · May 5, 2026
BREAKING: Warren Buffett Just Made Huge Prediction (Investors Beware)
“Central focus of episode; hosts annual shareholder meeting with 40,000 attendees; holds $380-397B cash and major positions in insurance, utilities, transportation”
The Compound and Friends · May 5, 2026
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview
“Post-Buffett era begins with Greg Abel as CEO; stock down 14% YTD while S&P up 28%; operating earnings strong but stock derated”
声动早咖啡 · May 5, 2026
当基础任务逐渐被 AI 接管，人工智能正如何改变我们的第一份工作？
“Under Tim Cook's management, Apple investment grew from $35B (2016-2018) to $185B”
Brew Markets · May 5, 2026
Investing Like A Legend & Is Beer Back?
“New CEO Greg Abel held first shareholder meeting, signaling potential technology portfolio shift with $397B cash”
The Joe Rogan Experience · May 5, 2026
#2494 - Chamath Palihapitiya
“Referenced through Buffett and Munger as example of long-term value creation and disciplined capital allocation”
The Rundown · May 5, 2026
Palantir Crushes Earnings, Apple in Talks with Intel
“Referenced as the type of company Michael Burry believed Ryan Cohen would transform GameStop into”
The Real Investment Show Podcast · May 5, 2026
5-5-26 Investing vs Trading - Finding the Balance
“Warren Buffett holds $394B cash; discussed as example of disciplined investor unable to deploy capital at reasonable valuations”
Unchained · Apr 29, 2026
How Microsoft Won the OpenAI Fight as Markets Rally on Iran
“Example of undervalued business with strong fundamentals trading below historical valuations despite market all-time highs”
Prof G Markets · Apr 27, 2026
Two Months In: Why Markets Stopped Caring About Iran
“Warren Buffett stepped down as CEO after 60+ years; major CEO succession event of 2026”
פודקאסט שולחן 4 · Apr 24, 2026
פרק 52:השחמט של טראמפ, הרובוטים מחליפים עובדים, פלנטיר, השקעה מפתיעה של ברקשיר
“Warren Buffett's holding company; discussed for investment strategy under new CEO Greg Abel and media acquisitions”
The Information's TITV · Apr 23, 2026
Ross Gerber on Elon Musk & Tesla’s 16% Revenue Growth, Google Cloud Next Conference, AI Insurance
“Referenced as comparison model for potential integrated Elon Musk technology empire”
Motley Fool Money · Apr 22, 2026
SpaceX Goes on $60 Billion AI Buying Spree
“Referenced as partner in failed 'super friends' healthcare initiative with Amazon and J.P. Morgan a decade ago”
Unchained · Apr 22, 2026
Strategy's Preferred Stock Is Now a Stablecoin. And DeFi Has a Security Problem.
“Reinsurance model cited as template for DeFi insurance underwriting and risk assessment”
Squawk Pod · Apr 21, 2026
President Trump: We’re Going to End Up with A Great Deal 4/21/26
“Warren Buffett praised Tim Cook; Apple is Berkshire's largest shareholding; Buffett says Cook earned more for Berkshire than he did”
All-In with Chamath, Jason, Sacks & Friedberg · Apr 17, 2026
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
“$300B cash position; not deploying due to valuation metrics at all-time highs; waiting for market correction”
The Ezra Klein Show · Apr 17, 2026
Our Tax System Should Make You Furious
“Warren Buffett's company; ProPublica investigation revealed Buffett paid 0.1% effective tax rate despite massive wealth”
"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · Apr 15, 2026
Welcome to AI in the AM: RL for EE, Oversight w/out Nationalization, & the first AI-Run Retail Store
“Warren Buffett's investment firm discussed as example of long-term macro strategy and capital deployment challenges”
CNBC's "Fast Money" · Apr 7, 2026
Stocks Mixed Ahead Of Hormuz Deadline… And The Impact On Oil Prices 4/7/26
“Warren Buffett holding $380 billion cash; positioning for potential market dislocation or valuation reset”
Motley Fool Money · Apr 7, 2026
Breaking Down Jamie Dimon’s Investing Letter
“Referenced as comparison point for Warren Buffett's shareholder letters and investment philosophy”
Becker Private Equity & Business Podcast · Apr 7, 2026
Is Apple Rebounding or in Trouble? 4-7-26
“Warren Buffett's company discussed for reducing its largest stock position in Apple over recent years”
Motley Fool Money · Apr 3, 2026
A $2 Trillion IPO & the Space Economy
“Energy exposure and stock buybacks signal confidence in Greg Abel transition; largest portfolio holding”
Motley Fool Money · Apr 2, 2026
“Alexa, Let’s Go to Outer Space”
“Referenced for Warren Buffett's annual shareholder letters as educational resource for beginner investors”
TBPN · Apr 2, 2026
Artemis II, Jamie Dimon’s “American Dream,” Snap’s Crucible Moment | Diet TBPN
“Todd Combs served as CEO of GEICO insurance unit before joining JPMorgan Chase”
Money Rehab with Nicole Lapin · Mar 16, 2026
7 Investing Lessons from Warren Buffett
“Buffett's investment company delivering 20% annual returns since 1965, now led by Greg Abel”
Motley Fool Money · Mar 2, 2026
NASA Doubles Down on the Moon
“Trillion-dollar conglomerate undergoing leadership transition from Warren Buffett to Greg Abel as new CEO”
Mad Money w/ Jim Cramer · Feb 28, 2026
Mad Money w/ Jim Cramer 2/27/26
“New CEO Greg Abel to present at shareholder meeting; expected to adopt lower-key style than predecessor”
Motley Fool Money · Feb 27, 2026
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner
“Discussed as potential acquirer of PayPal to leverage cash generation and financial services expertise”
9to5Mac Daily · Feb 26, 2026
A18 MacBook rumors, more
“Trimmed Apple stake by 4% in Q4 2025; Apple remains largest holding at $62 billion under new CEO Greg Abel”
Becker Private Equity & Business Podcast · Feb 26, 2026
Berkshire Hathaway & Their Big Holdings 2-26-26
“Primary focus of episode; major institutional investor reducing Apple and Bank of America stakes while increasing American Express”
Masters in Business · Feb 26, 2026
At The Money: Diversifying with Managed Futures ETFs
“Referenced via Warren Buffett quote about portfolio allocation preferences and risk tolerance”
Relentless · Feb 22, 2026
Why the Co-Founder of Robinhood is working on Space Datacenters | Baiju Bhatt, Aetherflux
“Referenced for Warren Buffett's decision-making philosophy”
TBPN · Feb 20, 2026
Post Earnings with Figma CEO Dylan Field
“Website used as example of simple design recreation project”
Bankless · Feb 16, 2026
Lyn Alden: How to Survive The Gradual Print Era — Fed Chair Warsh, Gold & Bitcoin
“Warren Buffett's investment in Japanese trading companies cited as model for real-world asset plays”
BigDeal · Feb 12, 2026
#120 The Best Investment Advice No One Listens To
“Warren Buffett's holding company used as primary case study for long-term wealth creation and investment philosophy”
Tetragrammaton with Rick Rubin · Feb 11, 2026
BIll Gurley
“Gurley references Warren Buffett's investment philosophy and conservative approach that influenced his own analytical framework as a Wall Street analyst”
Relentless · Feb 10, 2026
How micro1 grew from $4M to $200M revenue in a year | Ali Ansari
“Warren Buffett's incentive alignment philosophy referenced as inspiration for compensation design”
Invest Like the Best with Patrick O'Shaughnessy · Feb 10, 2026
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]
“Warren Buffett's firm; referenced for business quality discipline and long-term relationship building approach”
TBPN · Feb 5, 2026
Anthropic-OpenAI war, Walmart hits $1T, Gas Town & Vibecoding | Diet TBPN
“Warren Buffett's company that sold Walmart stake, now trillion-dollar club member”
SmartLess · Jan 26, 2026
"Leanne Morgan"
“Chuck Morgan's employer; owns the mobile home manufacturing company where he works as executive”
Founders · Jan 25, 2026
#410 Excellent Advice for Living
“Warren Buffett's approach to collecting and sharing knowledge through shareholder letters and talks exemplifies displaying collections”
American Scandal · Jan 20, 2026
Lehman Brothers | Lehman is Different | 2
“Warren Buffett's firm contacted by Dick Fuld to invest $4B in Lehman, but negotiations failed over dividend terms”
Founders · Jan 16, 2026
The Singular Life of Rick Rubin
“Referenced through Warren Buffett's shareholder letters on quality and informed judgment”